Elevation Ops
AI Operations Advisor

AI Opportunity Assessment

Stop guessing where AI belongs in your business.

AI tools are everywhere — and most aren't the right first move for your business. In one focused hour, I find the repetitive work, customer handoffs, and daily bottlenecks where AI could actually save time, then hand you a clear 90-day plan.

Book the $100 AI Assessment Founding rate · first 10 clients only
You'll leave with
  • A ranked list of where AI actually fits your business
  • Estimated time and money saved
  • A 90-day plan you can act on — with or without me

Is this you?

This is for you if…
  • You run a small business and know repetitive tasks are eating your week
  • You've heard AI can help but don't know where to start
  • You're juggling too many tools, spreadsheets, or manual handoffs
  • You want practical recommendations — not a giant software project
Probably not the right fit if…
  • — You need a complex system installed this week
  • — You're looking for general ChatGPT training
  • — You already have a mature automation team

The real problem

You don't need more AI ideas. You need to know which ones are worth doing first.

New tools launch every week, each promising to save time. The harder question isn't "which tool should I use?" — it's "where would automation actually make my business run better?" That's the question this answers.

An independent read on what's worth doing — and what isn't. The recommendations answer to you, not a software vendor.

What you get

The engagement

  • 60-minute discovery meeting
  • Custom AI Opportunity Report (PDF)
  • 30-minute report review call

Inside your report

  • 5–10 automation opportunities, ranked by effort and payoff
  • Estimated time and cost savings
  • Tools worth considering — and ones to skip
  • What to do first, second, and later
  • What not to automate yet
A 90-day roadmap that's yours to keep — and use whether or not you work with me afterward.

See a real example

Curious what the report actually looks like?

Here are three sample reports, built for common local businesses. Open the one closest to yours — they're illustrative examples, not real client data.

Sample report Accounting firm View report (PDF) → Sample report Law practice View report (PDF) → Sample report Neighborhood bakery View report (PDF) →

How it works

01

Discovery

A 60-minute call where I learn how your business runs — the workflows, the bottlenecks, the busywork.

02

Assessment

I review what you shared and build your AI Opportunity Report: what to automate, what to leave alone, which tools may be worth it, and what to do over the next 90 days.

03

Review

A 30-minute walkthrough so you leave knowing exactly what to do first — and what to skip.

Pricing

$100
Founding Client Rate
Regular rate $197
The first 10 clients lock in $100.
Claim a founding spot — $100

Questions

Do I need to know anything about AI before booking?
No. The assessment is built for business owners who want practical answers, not technical homework.
Will you try to sell me software?
No. The recommendations are independent and based on what fits your business — I don't resell tools.
What happens after the assessment?
You get a custom report and a 90-day roadmap. Implement it yourself, hand it to your team, or ask me about next steps. Either way, it's yours to keep.
Is this only for certain industries?
No — though it's the best fit for service-based, operationally busy businesses with repetitive admin, scheduling, intake, or follow-up work.
What if AI isn't the right answer?
Then I'll tell you. Sometimes the best first move is a cleaner process, a template, or a better handoff — not another tool.

Book your assessment

Pick a time. Pay securely. Done.

Payment reserves your assessment, so the call stays focused and we both show up ready.